13F 机构持仓

Farther Finance Advisors, LLC

SAN FRANCISCO CA · SEC CIK 0001992825

2026Q22026Q1 更早 9 个季度 🔒
$105.90亿2026Q1 申报市值
5,754持仓数
21.1%前十大占比 · 第一大 5.3%
489 / 189新建仓 / 清仓
申报市值走势$128.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.3%
VOO 2.5%
AAPL 2.5%
NVDA 2.1%
DFIV 2.0%
VEA 2.0%
SGOV 1.3%
SCHX 1.2%
MSFT 1.1%
VTV 1.0%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$5,682.58万
DFIV 加仓+$4,179.29万
VEA 加仓+$3,933.21万
VOO 加仓+$3,681.86万
SGOV 加仓+$3,605.91万

2026Q1 卖出最多 按季末市值估算

BND 减仓-$1,423.60万
BIL 减仓-$1,380.85万
OEF 减仓-$1,226.44万
SPYM 减仓-$1,196.10万
CGGR 减仓-$1,145.58万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
IUSV ISHARES CORE S&P US VALUE ETF $292.59万0.03%28,576 5882.1% $6.02万 加仓
MMM 3M CO COM $291.69万0.03%20,082 2,67715.4% $38.88万 加仓
CME CME GROUP INC COM $291.21万0.03%9,807 -214-2.1% -$6.35万 减仓
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF $290.77万0.03%69,034 16,89732.4% $71.17万 加仓
AFMC FIRST TRUST ACTIVE FACTOR MID CAP ETF $290.08万0.03%80,699 33,95772.6% $122.06万 加仓
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF $289.98万0.03%129,862 6,9235.6% $15.46万 加仓
PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF $288.67万0.03%32,283 00.0% — 不变
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF $288.63万0.03%64,241 18,61840.8% $83.65万 加仓
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $287.76万0.03%119,749 -35,346-22.8% -$84.94万 减仓
ARCC ARES CAPITAL CORP COM $286.74万0.03%161,719 23,59017.1% $41.83万 加仓
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF $286.34万0.03%24,258 5332.2% $6.29万 加仓
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF $286.12万0.03%53,242 -1,347-2.5% -$7.24万 减仓
APRW ALLIANZIM U.S. EQUITY BUFFER20 APR ETF $285.16万0.03%80,327 61,515327.0% $218.38万 加仓
MELI MERCADOLIBRE INC COM $283.97万0.03%1,652 29922.1% $51.40万 加仓
— NEOS MSCI EAFE HIGH INCOME ETF $283.05万0.03%57,147 57,147— $283.05万 新建仓
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL $280.96万0.03%70,292 8,66814.1% $34.65万 加仓
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND $279.65万0.03%17,268 4,13231.5% $66.92万 加仓
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF $278.53万0.03%63,824 -42,666-40.1% -$186.19万 减仓
VONV VANGUARD RUSSELL 1000 VALUE ETF $277.53万0.03%29,428 -39-0.1% -$3,678 减仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $276.96万0.03%18,878 3,50622.8% $51.44万 加仓
CVS CVS HEALTH CORP COM $276.91万0.03%38,200 8,99330.8% $65.19万 加仓
DASH DOORDASH INC CL A $276.54万0.03%18,374 -36-0.2% -$5,418 减仓
— INNOVATOR U.S. EQUITY 5 TO 15 BUFFER ETF - QUARTERLY $275.79万0.03%81,717 16,85026.0% $56.87万 加仓
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF $275.63万0.03%60,366 -1,338-2.2% -$6.11万 减仓
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF $274.49万0.03%53,759 -12,723-19.1% -$64.96万 减仓
SNY SANOFI SA SPONSORED ADR $271.58万0.03%56,900 14,60534.5% $69.71万 加仓
FVAL FIDELITY VALUE FACTOR ETF $271.48万0.03%38,895 21,795127.5% $152.13万 加仓
ACWX ISHARES MSCI ACWI EX U.S. ETF $271.16万0.03%39,077 26,110201.4% $181.18万 加仓
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF $270.61万0.03%47,678 1,2142.6% $6.89万 加仓
TDW TIDEWATER INC NEW COM $268.54万0.03%32,184 3,18711.0% $26.59万 加仓
AM ANTERO MIDSTREAM CORP COM $268.21万0.03%118,939 -43,342-26.7% -$97.74万 减仓
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF $266.10万0.03%21,103 12,216137.5% $154.04万 加仓
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF $264.52万0.02%154,692 71,98087.0% $123.09万 加仓
— PINNACLE FOCUSED OPPORTUNITIES ETF $262.84万0.02%71,594 -26,857-27.3% -$98.60万 减仓
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $262.55万0.02%27,221 -8,842-24.5% -$85.28万 减仓
SBAR SIMPLIFY BARRIER INCOME ETF $262.47万0.02%107,526 52,66396.0% $128.55万 加仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $262.35万0.02%21,203 2,10611.0% $26.06万 加仓
IGF ISHARES GLOBAL INFRASTRUCTURE ETF $261.10万0.02%38,843 2,0385.5% $13.70万 加仓
CLOZ ELDRIDGE BBB-B CLO ETF $260.60万0.02%101,087 63,245167.1% $163.04万 加仓
RY ROYAL BK CDA COM $260.53万0.02%15,943 5,60254.2% $91.55万 加仓
TGT TARGET CORP COM $259.51万0.02%21,545 5,49734.3% $66.21万 加仓
FESM FIDELITY ENHANCED SMALL CAP ETF $259.04万0.02%67,651 16,37831.9% $62.71万 加仓
WMB WILLIAMS COS INC COM $256.59万0.02%35,722 -1,208-3.3% -$8.68万 减仓
OXY OCCIDENTAL PETE CORP COM $255.99万0.02%41,137 5191.3% $3.23万 加仓
— INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JANUARY $255.47万0.02%106,050 106,050— $255.47万 新建仓
JPHY JPMORGAN ACTIVE HIGH YIELD ETF $254.00万0.02%50,794 -214,502-80.9% -$1,072.63万 减仓
CSHI NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF $253.74万0.02%50,973 10,97627.4% $54.64万 加仓
O REALTY INCOME CORP COM $253.25万0.02%40,926 12,99246.5% $80.40万 加仓
KMI KINDER MORGAN INC DEL COM $252.96万0.02%76,933 4,7206.5% $15.52万 加仓
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF $252.20万0.02%77,290 -2,404-3.0% -$7.84万 减仓
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF $252.18万0.02%53,191 3,4266.9% $16.24万 加仓
VBK VANGUARD SMALL-CAP GROWTH ETF $252.11万0.02%8,271 91212.4% $27.80万 加仓
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST $251.93万0.02%4,052 45912.8% $28.54万 加仓
URA GLOBAL X URANIUM ETF $249.76万0.02%50,703 28,472128.1% $140.25万 加仓
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $248.78万0.02%17,030 2,75319.3% $40.22万 加仓
PGR PROGRESSIVE CORP COM $248.04万0.02%12,828 -6,814-34.7% -$131.75万 减仓
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $247.57万0.02%22,255 9,19270.4% $102.25万 加仓
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF $246.65万0.02%25,835 -35,297-57.7% -$336.99万 减仓
AMLP ALERIAN MLP ETF $246.24万0.02%47,272 9,91826.6% $51.66万 加仓
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF $244.90万0.02%57,542 1,1852.1% $5.04万 加仓
DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF $241.78万0.02%46,704 40,943710.7% $211.96万 加仓
— NEOS GOLD HIGH INCOME ETF $240.80万0.02%41,618 31,897328.1% $184.56万 加仓
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF $240.77万0.02%49,287 38,636362.7% $188.74万 加仓
ILDR FIRST TRUST INNOVATION LEADERS ETF $238.62万0.02%78,727 45,790139.0% $138.79万 加仓
BP BP PLC SPONSORED ADR $238.48万0.02%51,652 12,84333.1% $59.30万 加仓
ECL ECOLAB INC COM $238.43万0.02%8,846 1,74024.5% $46.90万 加仓
DOV DOVER CORP COM $238.32万0.02%11,496 1,75818.1% $36.44万 加仓
MCO MOODYS CORP COM $238.04万0.02%5,425 58912.2% $25.84万 加仓
TFC TRUIST FINL CORP COM $237.75万0.02%50,899 11,35828.7% $53.05万 加仓
FITB FIFTH THIRD BANCORP COM $236.91万0.02%50,600 12,14031.6% $56.84万 加仓
VHT VANGUARD HEALTH CARE ETF $236.79万0.02%8,626 -23-0.3% -$6,314 减仓
ARM ARM HOLDINGS PLC SPONSORED ADS $236.38万0.02%15,243 -2,361-13.4% -$36.61万 减仓
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF $235.91万0.02%24,721 4,83424.3% $46.13万 加仓
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND $234.01万0.02%21,153 3,76121.6% $41.61万 加仓
CVNA CARVANA CO CL A $232.66万0.02%7,455 88713.5% $27.68万 加仓
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND $232.64万0.02%101,716 -3,807-3.6% -$8.71万 减仓
IUSG ISHARES CORE S&P U.S. GROWTH ETF $232.06万0.02%14,761 -267-1.8% -$4.20万 减仓
JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF $231.27万0.02%63,136 60,3392,157.3% $221.02万 加仓
XME STATE STREET SPDR S&P METALS & MINING ETF $230.30万0.02%20,955 13,033164.5% $143.24万 加仓
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF $230.18万0.02%46,643 4,39210.4% $21.67万 加仓
MRVL MARVELL TECHNOLOGY INC COM $230.03万0.02%21,557 -1,028-4.6% -$10.97万 减仓
HOOD ROBINHOOD MKTS INC COM CL A $230.03万0.02%32,809 -5,668-14.7% -$39.74万 减仓
ICE INTERCONTINENTAL EXCHANGE INC COM $230.01万0.02%14,550 5,16155.0% $81.59万 加仓
ESGE ISHARES ESG AWARE MSCI EM ETF $229.90万0.02%50,197 14,47240.5% $66.28万 加仓
ETR ENTERGY CORP NEW COM $229.78万0.02%20,231 -2,038-9.2% -$23.15万 减仓
IBB ISHARES BIOTECHNOLOGY ETF $229.63万0.02%13,498 4,42448.8% $75.26万 加仓
RDDT REDDIT INC CL A $229.40万0.02%16,845 3,88830.0% $52.95万 加仓
HWKN HAWKINS INC COM $229.34万0.02%14,680 -410-2.7% -$6.41万 减仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $228.95万0.02%13,588 -2,799-17.1% -$47.16万 减仓
SFLO VICTORYSHARES SMALL CAP FREE CASH FLOW ETF $228.28万0.02%75,724 -15,413-16.9% -$46.46万 减仓
KR KROGER CO COM $226.99万0.02%32,179 -9,392-22.6% -$66.25万 减仓
SIVR ABRDN PHYSICAL SILVER SHARES ETF $226.97万0.02%31,713 3771.2% $2.70万 加仓
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF $226.31万0.02%109,647 21,50524.4% $44.39万 加仓
JSI JANUS HENDERSON SECURITIZED INCOME ETF $225.69万0.02%43,781 -21,798-33.2% -$112.37万 减仓
MLPA GLOBAL X MLP ETF $225.41万0.02%42,140 -5,783-12.1% -$30.93万 减仓
F FORD MTR CO COM $225.14万0.02%192,760 -3,756-1.9% -$4.39万 减仓
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF $225.08万0.02%16,411 -8,264-33.5% -$113.34万 减仓
WELL WELLTOWER INC COM $224.40万0.02%11,284 1,14111.2% $22.69万 加仓
ALL ALLSTATE CORP COM $224.06万0.02%10,978 2,33427.0% $47.64万 加仓
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF $223.98万0.02%26,403 13,934111.7% $118.20万 加仓